YOU HAVE THE POWER

YOU HAVE THE POWER

You Have the Power. June 2017. By Timothy S. Barkley, Sr. The phone rang. The voice was urgent. “My son is away at school and was just in an accident. I called to see how he was and the doctor said that because John is 19, he can’t talk to me without a signed power of attorney or a HIPAA release form. Can you help me?” “Is your son able to sign papers?” “They won’t tell me, and they say he can’t talk on the phone.” “I guess you’ll have to go...

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HOME ALONE II

HOME ALONE II

By Tim Barkley. October 2016. Last month’s offering to our readers considered the effect of the Inheritance Tax on folks without spouse, siblings or children as estate beneficiaries. This month’s article offers practical steps to ease the task of your surviving nieces, nephews, friends or other loved ones as they try to sort out your affairs. First, and most basically, be sure your estate planning documents are up-to-date, and that...

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NEW YEAR’S PLANNING

NEW YEAR’S PLANNING

By Tim Barkley. November 2014. With the closing of each year comes a new opportunity to consider your estate plan and make sure it is up-to-date – or to make one if you don’t have on already! Because we are time-bound mortals, the change of seasons reminds us of changes in our lives and of their fragility. Have you ever drafted documents at all? If not, you should know that the State’s choices on your behalf are not usually the best ones for...

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